Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan-Income Distribution cum Capital Withdrawal (IDCW)

Open Ended Schemes(Debt Scheme - Medium Duration Fund)Moderate Risk★★★★★ISIN INF903J01PK4

NAV · 06-Jul-2026

₹27.3421

+1.60%

+0.07%

1Y (CAGR)

+0.26%

3Y (CAGR)

+3.72%

5Y (CAGR)

+3.33%

Since inception (CAGR)

+Infinity%

NAV history

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Q3 · 3Y in category

Volatility (3y)

2.10%

Downside dev (3y)

2.71%

Max drawdown (3y)

-3.2%

Sharpe (3y)

-1.32

SIP XIRR (3y)

+2.73%

SIP XIRR (5y)

+3.39%

Calendar-year returns

2020 +4.5%2021 +0.8%2022 +1.0%2023 +5.4%2024 +5.9%2025 +3.1%

AUM₹346 Cr

Expense ratio1.17% · 2026-05-31

Launch date16-Oct-1997

Plan typeOpen Ended · Debt

Min lumpsum₹5,000

Min SIP₹250

Lock-inNone

Volatility3.48

AMCSundaram Asset Management Company Ltd

Objective · To generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments